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Bank of America Senior Relationship Manager - Healthcare, Education, Not for Profit (San Antonio/ Austin/ Dallas/) in Dallas, Texas

Senior Relationship Manager - Healthcare, Education, Not for Profit (San Antonio/ Austin/ Dallas/)

Dallas, Texas;Austin, Texas; San Antonio, Texas

Job Description:

Bank of America's Healthcare, Education and Not-for-Profit Banking group is seeking a Relationship Manager (RM) for coverage of the North Carolina market. The Healthcare, Education and Not for Profit Group (HENFP) is part of the Global Commercial Bank which serves public and private organizations, generally with annual revenues of $50 million to $2 billion. HENFP is a specialty group that supports the financial needs of a variety of 501(c) - not for profit organizations including healthcare, private universities, colleges, secondary schools, cultural, professional and social service organizations. This RM position can be based in San Antonio, Austin or Dallas, Texas.

The Relationship Manager (RM) is responsible for prospecting new targeted relationships while managing, and growing, a portfolio of existing HENFP clients. The RM serves as a trusted advisor who through an examination of needs and opportunities of the institution, working collaboratively with the client and bank product partners, sells financial services to meet needs, solve problems, and unlock new opportunity. In addition to being the primary bank advocate and key financial advisor for the relationship, the RM is accountable for prospecting new business and deepening existing relationships. The RM candidate is expected to have the ability to engage in dialogue with CEO, CFO, and Treasurer (among other leaders) regarding the prospect and client industry dynamics, capital structures, treasury solutions, and deliver the full breadth of Bank of America’s solutions. The RM candidate is also responsible for leading, directing and coordinating key team members in analysis and execution in the effective delivery of their products and services to clients and prospects. The RM must be well versed (or have the ability to quickly become well versed) in all Bank of America products and services for proper identification ofmultiple solution options. A proven track record of prospecting new business and enhancing existing relationships is desired. Proven sales skill and leadership experience, including planning, execution and follow up of client meetings. Must be able to assess and analyze financial conditions of a healthcare and higher education organization and industry trends. Must have the ability to understand and interpret financial statements, especially cash flow statements.

Required:

  • Security Industry Essentials (SIE), Series 7, 63 (Must obtain series 7 & 63 license within 180 days of start date)

  • Undergraduate degree required: MBA or equivalent advanced degree is desirable.

  • Bank credit training is required.

  • At least 5-10+ years of broad based commercial lending/corporate finance/relationship management experience.

  • Demonstrates management capability of an extensive portfolio of Healthcare, Education and/or NFP clients with revenues greater than $50million

  • Proven track record of prospecting new business and enhancing existing relationships.

  • Professional proven sales skills and experience, leadership and collaboration with team members, including planning, execution and follow up of client meetings.

  • Outstanding oral and written communication skills.

  • Demonstrated leadership ability.

  • Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client problems and uncover new opportunities.

Desired:

  • Existing knowledge of the North Carolina and South Carolina markets preferred.

  • Active member/participation in local community organizations.

  • Highly desirable to have active networking contacts and Centers of Influence established in market.

  • Desire to work in a specialty team with an interest in Healthcare, Education & NFP Institutions.

  • Experience in these industries highly desirable, but not required.

Job Band:

H4

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

2500

Job Description:

Bank of America's Healthcare, Education and Not-for-Profit Banking group is seeking a Relationship Manager (RM) for coverage of the North Carolina market. The Healthcare, Education and Not for Profit Group (HENFP) is part of the Global Commercial Bank which serves public and private organizations, generally with annual revenues of $50 million to $2 billion. HENFP is a specialty group that supports the financial needs of a variety of 501(c) - not for profit organizations including healthcare, private universities, colleges, secondary schools, cultural, professional and social service organizations. This RM position can be based in San Antonio, Austin or Dallas, Texas.

The Relationship Manager (RM) is responsible for prospecting new targeted relationships while managing, and growing, a portfolio of existing HENFP clients. The RM serves as a trusted advisor who through an examination of needs and opportunities of the institution, working collaboratively with the client and bank product partners, sells financial services to meet needs, solve problems, and unlock new opportunity. In addition to being the primary bank advocate and key financial advisor for the relationship, the RM is accountable for prospecting new business and deepening existing relationships. The RM candidate is expected to have the ability to engage in dialogue with CEO, CFO, and Treasurer (among other leaders) regarding the prospect and client industry dynamics, capital structures, treasury solutions, and deliver the full breadth of Bank of America’s solutions. The RM candidate is also responsible for leading, directing and coordinating key team members in analysis and execution in the effective delivery of their products and services to clients and prospects. The RM must be well versed (or have the ability to quickly become well versed) in all Bank of America products and services for proper identification ofmultiple solution options. A proven track record of prospecting new business and enhancing existing relationships is desired. Proven sales skill and leadership experience, including planning, execution and follow up of client meetings. Must be able to assess and analyze financial conditions of a healthcare and higher education organization and industry trends. Must have the ability to understand and interpret financial statements, especially cash flow statements.

Required:

  • Security Industry Essentials (SIE), Series 7, 63 (Must obtain series 7 & 63 license within 180 days of start date)

  • Undergraduate degree required: MBA or equivalent advanced degree is desirable.

  • Bank credit training is required.

  • At least 5-10+ years of broad based commercial lending/corporate finance/relationship management experience.

  • Demonstrates management capability of an extensive portfolio of Healthcare, Education and/or NFP clients with revenues greater than $50million

  • Proven track record of prospecting new business and enhancing existing relationships.

  • Professional proven sales skills and experience, leadership and collaboration with team members, including planning, execution and follow up of client meetings.

  • Outstanding oral and written communication skills.

  • Demonstrated leadership ability.

  • Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client problems and uncover new opportunities.

Desired:

  • Existing knowledge of the North Carolina and South Carolina markets preferred.

  • Active member/participation in local community organizations.

  • Highly desirable to have active networking contacts and Centers of Influence established in market.

  • Desire to work in a specialty team with an interest in Healthcare, Education & NFP Institutions.

  • Experience in these industries highly desirable, but not required.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Learn more about this role

Full time

JR-21035835

Band: H4

Manages People: No

Travel: Yes, 10% of the time

Manager:

Talent Acquisition Contact:

Vicki Valhouli

Referral Bonus:

2500

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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